RIA Intel›Advisers›Virginia›MAROTTA ASSET MANAGEMENT, INC.

MAROTTA ASSET MANAGEMENT, INC.

Advisory

N·CHARLOTTESVILLE, VA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM
$686M
1-Year AUM Growth
+2.1%
3-Year CAGR
+1.9%
Employees
12
Assets Under Management
Total AUM$686M
Discretionary AUM$661M
Non-Discretionary AUM$25M
Discretionary %96.3%
Total Clients370
Team
Total Employees12
Investment Advisers16
Employee Growth (1Y)—
Filing History
Total Filings on Record43
First FilingFeb 23, 2004
Latest FilingJul 1, 2026
🔒 Full AUM trend chart and 43 historical filings spanning 22+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on MAROTTA ASSET MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →